Our Mission

At Middle Retirement we want to enable anyone, regardless of their financial status, to see their life and finances differently. We want you to reimagine your life and take control. We help you move to an unconventional way of thinking when it comes to life and your money. We encourage and empower you to take control at every step in life’s journey so you have peace of mind, understanding, and the ability to live your dreams today.

How We Are Different

The coaches at Middle Retirement want you in the driver’s seat of your finances. We are invested in Financial Literacy and are working hard to promote education and empowerment. Our Coaches have extensive knowledge and experience in the financial industry for over 30 years.

As Coaches, rather than advisors, we are here to empower you and provide unbiased information on all investment products and options through our partners. We see the pitfalls, know how to navigate them, and can coach you to have peace of mind. 

We help you see your goals.

Middle Retirement covers a broad range of products, showing ways to maximize returns through corporate strategies by using Personal Pension Plans, Corporate Asset Transfers, Insurance as an asset class, and much more. Every program is based on the core elements of coaching principles designed to empower you personally, professionally, and financially by teaching you to understand what you own, mitigate taxes, and avoid undue investment risk.

Show Me What You Got

We get it, you’ve probably seen a couple of websites like ours. You’ve probably met financial advisors or watched financial “influencers” on YouTube. Here’s what REALLY sets our team apart:

  • We have over 30 years of experience in the Financial Industry.

  • Our founder has gone through an early retirement for over 12 years, living with financial freedom

  • We are Small Business owners and consultants

  • We understand the need for investments for retirement

  • We have traveled the world and have lived the life that we now work hard to give to our clients

  • We have redefined ourselves and aim to help others redefine how they think about money, investments, and goals.

  • We are the contrarians in our industry

Under The Umbrella

At MR we believe in working with great people. That’s why we are a family business, but it’s also why we’ve partnered with a number of local firms that we believe in. We want our clients to benefit from our experience, so when we’ve worked with the best, we want you to work with the best. It’s another way we believe we can help our clients achieve financial success.

Are you ready to take the first step to financial freedom?

Let’s book a call or grab a coffee.